Samuel Aeps Email & Phone Number
Director, Financial Adviser
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Samuel Aeps Location
- North Brighton, SA, AU
Samuel Aeps Work
- Director, Financial Adviser @ Kindred Wealth (August 2026 - Present)
- Senior Financial Adviser @ (December 2025 - July 2026)
- Senior Financial Advisor @ (September 2024 - November 2025)
- Financial Advisor @ (May 2020 - September 2024)
- Senior Adviser @ Wotherspoon Wealth (October 2018 - May 2020)
- Wealth Adviser @ (July 2016 - September 2018)
- Financial Adviser and Accountant Resource Manager @ (June 2015 - June 2016)
- Financial Adviser, Estate Planning Specialist @ Prescott Securities Limited (May 2010 - June 2015)
- Senior Para Planner @ Prescott Securities Limited (October 2007 - May 2010)
- Para Planner @ Prescott Securities Limited (July 2005 - October 2007)
- Portfolio Administrator @ Prescott Securities Limited (November 2004 - June 2005)
- Superannuation Fund Administrator @ (August 2001 - November 2004)
Samuel Aeps Education
- Kaplan Professional
Master of Applied Finance
2009-2010 - Kaplan Professional
Graduate Diploma of Financial Planning
2007-2009 - University of South Australia
Bachelor of Business (Commercial Law)
2001-2007 - Blackfriars Priory School 1995-2000
Samuel Aeps Skills
- Asset Allocation
- Asset Management
- Certified Financial Planner
- Charitable Trusts
- Client Confidentiality
- Client Relations
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Planning Software
- Financial Services
- Holistic Financial Planning
- Income Protection
- Insurance
- Intergenerational Wealth Transfer
- Interpersonal Communication
- Investment Advisory
- Investment Management
- Investment Portfolios
- Investment Strategies
- Investments
- Mutual Funds
- Pensions
- Portfolio Management
- Relationship Building
- Retirement Planning
- Risk Management
- SMSF
- Securities
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Succession Planning
- Superannuation
- Tax
- Technical Proficiency
- Trading
- Trusts
- Wealth
- Wealth Accumulation
- Wealth Management
- Referrals
- Marketing
- Accountants
- Literature
- Guides
Samuel Aeps Summary
- Samuel Aeps, based in North Brighton, SA, AU, is currently a Director, Financial Adviser at Kindred Wealth. Samuel Aeps brings experience from previous roles at Sheridans Accountants & Financial Planners Pty Ltd, Perks and Wotherspoon Wealth. Samuel Aeps holds a 2009 - 2010 Master of Applied Finance @ Kaplan Professional. With a robust skill set that includes Asset Allocation, Asset Management, Certified Financial Planner, Charitable Trusts, Client Confidentiality and more. Samuel Aeps has 1 emails and 1 mobile phone numbers on RocketReach.
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Samuel Aeps
Director, Financial Adviser
North Brighton, SA, AU
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